Maintains updated DCIO knowledge and provides experience in the retirement plan investment business to help clients realize investment goals.
Partner closely with other internal teams to influence platform gatekeepers and investment due diligence teams to win fund and sub-advised mandates as well as recommended fund lists.
Develop complete understanding and appreciation of the Goldman Sachs value proposition, which includes market insights, value-added content, distribution-focused marketing strategy to fully deliver the firm when engaging with clients.
Help design and implement services by aligning resources at Goldman Sachs with client needs. Services include market collateral and campaigns, value-added content and sales enablement resources.
Lead and conduct regular in-person and virtual meetings with clients; set regular agendas for meetings, document follow up and communicate key takeaways to all interested parties.
Represent Goldman Sachs at client and industry conferences.
Work with client stakeholders to define success metrics and determine engagement strategies. Analyze progress of client relationships against pre-defined success factors.
Coordinate regular internal communications for the broader team focused on the defined client base to discuss key focus areas to create and maximize revenue opportunities.
Inform new product development efforts for the Defined Contribution business.
SKILLS & EXPERIENCE WE’RE LOOKING FOR
Minimum 8 years of work experience, 10 years preferred
Demonstrated history of commercial impact and success
Strong DCIO/Retirement industry knowledge
Desire to work in a team-oriented environment
Excellent interpersonal skills
Ability to take initiative and be proactive
Excellent written and verbal communication skills
Proven track record of success within a complex sales environment
Series 7 and 63 required (must be obtained within three months of employment)